6793 results found

1. Pricing Table: Clients want to see a breakdown of how much they're paying per month and I want to see the total value of the contract.

   I need a multiplier so I can break down for the client what we are doing per month and for how many months we are going to provide that service. (and have that value correct in Panda Doc)

   3 votes

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   1 comment  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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   Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Recurring products

2. Disable Document Sequence for Duplicated Documents

   Option to prevent the document numbering sequence from running when a previously executed document is duplicated.

   2 votes

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3. Block iFrame or or show a warning sign if PD WS is not connected to SalesForce

   We do not "block" the iframe inside Salesforce if the integration is not connected in the workspace. However, it is also important not to show anything in the SF iFrame if the WS is not linked.

   2 votes

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4. Ability to set default column names for a quote builder / pricing table
   2 votes

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5. Automatically delete assigned fields when deleting recipients

   A way to automatically delete fields from an assignee when removing such assignee/role from the document.

   2 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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6. Invite users with specific domain

   Have the ability to restrict other members from inviting users that doesn't match the company domain and only invite users that match the domain.

   2 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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7. Download option in the home dashboard

   Make the download option available on the Home dashboard.

   3 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Variable for recipient group

   To be able to use variable to auto-populate names of the signers added in the recipient group

   3 votes

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9. Add category column to the pricing table

   Add a category column to the pricing table

   2 votes

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   0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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10. EU Server integration with Zapier

    Offer the option to use Zapier with the EU server

    2 votes

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11. Edit shared templates

    Option to edit shared temlate

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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12. Room: bundle templates

    Option to bundle several templates from the Template tab under Rooms

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    2 votes

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    0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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13. Smart content: leave visible (on-page) notes for the internal users as to what content should be added to a smart content block
    4 votes

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14. Use Variables in Data Fields
    3 votes

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15. Set a minimal price for a product
    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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16. Auto-fill sender's signature fields when creating a document from a template
    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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17. Quote Builder: option to use formulas

    Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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18. Ability to rename a Sent document when on viewing mode (opened document)

    Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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    5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Salesforce: sync subtotal from PandaDoc to opportunity

    I would like to know if it's possible to sync the Subtotal field from a PandaDoc template with the Opportunity Amount field in Salesforce. Ideally, when a new template is created/updated in PandaDoc, the subtotal would automatically update the opportunity amount in Salesforce.

    2 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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20. "Contact for Pricing" Option in Pricing Tables

    Option to add a "contact for pricing" button in a pricing table instead of displaying a price, allowing recipients to reach out to the sender to negotiate terms beforehand.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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